Accounting Company Standard Statement Settings
Accounting Company records include Standard Statement Settings. If a donor has made donations to more than one accounting company, multiple statements are generated for the same calendar year.
- Standard Statement
- Set to Donor Standard Statement
- Rows Per Page
- Number of donation rows that can fit safely on a single contribution statement page. Twenty-six rows are recommended.
- Summary Columns
- Number of columns (1-6) on your statement that will summarize Statement Headers. For example, if set to 4, the first 3 Statement Headers will be explicitly listed, and Donations to Programs under those headers will be summarized in their respective columns. The final column will be "Other."
- Formal Salutation
- If true, the greeting will appear above the address block of the Donor Statements using the Donor's title and First Name (rather than Nickname).
- Archive Day of Year
- Day of the year when the prior year Statements will be automatically archived. Must be between 46 (Feb 15) and 121 (April 30th except for Leap Year!). Default is 46.
- Default Congregation
- Enables the Global Filter on the Statements page.Note: Leave this option blank except where the Accounting Company has only a single congregation. This primarily applies to Diocese (see below).
- Alternate Pledge Campaign
- Second, an additional campaign for which a donor with a pledge should see a pledge recap, including their pledge balance in the top corner of their donor statement.
If you are a Diocese: Diocese have a one-to-one ratio of Accounting Companies and Parishes. In this case - and only in this case - the Congregation field should be populated on the Accounting Company record.
If you are not a Diocese: Do not populate the Congregation field on the Accounting Company record.
Accounting Company Configuration
The Accounting Company Statement Cutoff Date is a date/time field used when generating all statements for the Accounting Company, including those available on the My Contribution Statement page and Standard Statements. Standard Statements considers both the date and time when determining the statement cutoff date. Want to include all donations made through December 31st? Set the Statement Cutoff Date to 12/31/[year] 11:59 p.m.